A complete list of active advisors currently associated with Arax Advisory Partners
Warmer can help you find a great advisor at Arax Advisory Partners or one who fits your needs even better.
Arax Advisory Partners is an SEC‑registered, multi‑team wealth manager that oversees roughly $26.5 billion in regulatory assets through a team of more than 200 advisors and serves individuals, high‑net‑worth clients, family offices, institutions, and retirement plans. Its service menu includes financial planning, discretionary and non‑discretionary portfolio management, retirement plan consulting, consolidated reporting, custody/held‑away account management via third‑party platforms, and advisory services to pooled private funds. The firm combines internal portfolio management, third‑party model and external manager relationships, and tailored asset‑allocation approaches to implement client objectives and risk tolerances, while maintaining periodic supervisory and compliance oversight. Arax primarily charges asset‑based fees but also operates a wrap‑fee program and manages a subset of accounts and private funds that use performance‑based compensation and carried interest structures. What distinguishes Arax from many peers is its use of performance‑based fee arrangements and carried‑interest structures for certain qualified investors and private funds, and its active insurance brokerage activity through licensed advisors and related insurance entities — arrangements that introduce different compensation streams and conflicts that Arax discloses and manages. The firm has also recently consolidated affiliated firms (including legacy USCWA and Transcend businesses), acquired Transcend’s wrap program and private‑fund capabilities, and disclosed an affiliation with an international affiliate in The Bahamas, reflecting a broader institutional and operational footprint than is typical for many multi‑team advisers.
To learn more about the advisors currently working at Arax Advisory Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Arax Advisory Partners's office locations.
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